Winifred I. Li’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $61K | Hold |
513
| – | – | 0.06% | 253 |
|
|
2014
Q3 | $56K | Hold |
513
| – | – | 0.05% | 271 |
|
|
2014
Q2 | $61K | Hold |
513
| – | – | 0.05% | 268 |
|
|
2014
Q1 | $60K | Buy |
513
+136
| +36% | +$15.9K | 0.05% | 263 |
|
|
2013
Q4 | $43K | Hold |
377
| – | – | 0.04% | 294 |
|
|
2013
Q3 | $40K | Hold |
377
| – | – | 0.04% | 294 |
|
|
2013
Q2 | $37K | Buy |
+377
| New | +$37K | 0.03% | 300 |
|